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Global X FinTech ETF
FINX

166 hedge funds and large institutions have $497M invested in Global X FinTech ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $462M → $497M (+$35.3M)

2.91% more ownership

Funds ownership: 34.24% → 37.15% (+2.9%)

2% more funds holding

Funds holding: 163 → 166 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
61
Reduced
37
Closed
15
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$108K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$25.4M
2
PAG
Private Advisor Group
New Jersey
+$6.53M
3
LPL Financial
LPL Financial
California
+$4.18M
4
Morgan Stanley
Morgan Stanley
New York
+$4.06M
5
Wells Fargo
Wells Fargo
California
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
CCA
Conservest Capital Advisors
Pennsylvania
-$18.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.73M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.64M
5
Ameriprise
Ameriprise
Minnesota
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Optiver Holding
151
Optiver Holding
Netherlands
$11K +$11.3K +230 New
GI
152
Gradient Investments
Minnesota
$10K – – –
IF
153
Ironwood Financial
Arizona
$10K – – –
US Bancorp
154
US Bancorp
Minnesota
$10K – – –
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$8K +$8.32K +170 New
NSIM
156
North Star Investment Management
Illinois
$7K – – –
TFGT
157
TS Financial Group (TSFG)
Illinois
$7K – – –
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$5K – – –
HR
160
Howe & Rusling
New York
$5K +$5.04K +103 New
TWM
161
Tradition Wealth Management
Minnesota
$4K – – –
AIM
162
Anchor Investment Management
South Carolina
$2.4K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1K -$6.8K -139 -89%
OCM
164
Orion Capital Management
California
$1K – – –
ED
165
Exane Derivatives
France
$384 – – –
Citadel Advisors
166
Citadel Advisors
Florida
– -$1.73M -35,335 Closed
AC
167
Apella Capital
Connecticut
– -$694K -14,563 Closed
CP
168
Camelot Portfolios
Ohio
– -$416K -8,718 Closed
T
169
TRUADVICE
Florida
– -$212K -4,528 Closed
PFO
170
Pathstone Family Office
New Jersey
– -$204K -4,286 Closed
AWA
171
Arkadios Wealth Advisors
Georgia
– -$190K -4,003 Closed
CWM
172
Cedar Wealth Management
California
– -$134K -2,816 Closed
Deutsche Bank
173
Deutsche Bank
Germany
– -$119K -2,505 Closed
BU
174
BBVA USA
Alabama
– -$30K -630 Closed
TCWA
175
Ten Capital Wealth Advisors
Washington
– -$10K -212 Closed
4 5 6
7
8

FINX Hedge Fund Activity: Q3 2021 in Review

166 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q3 2021, worth a combined $497M — up 7.6% from $462M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FINX positions and 15 closed out — a net gain of 5 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.4M. The largest seller was Conservest Capital Advisors, cutting an estimated $18.5M.

  • 166 institutional investors held Global X FinTech ETF (FINX) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $497M of Global X FinTech ETF stock for Q3 2021, up 7.6% quarter-over-quarter.
  • 20 funds opened new Global X FinTech ETF positions in Q3 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X FinTech ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $25.4M added.
  • The largest Global X FinTech ETF seller in Q3 2021 was Conservest Capital Advisors, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.